Institutional Ownership Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 4.97 Million shares, which have been reported (via 13F filing form) to have a value of $662 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
368,537
shares
|
$49.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
326,188
shares
|
$43.4 Million
0.01% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
316,502
shares
|
$42.2 Million
0.03% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
302,038
shares
|
$40.2 Million
0.0% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
275,242
shares
|
$36.7 Million
2.87% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
230,342
shares
|
$30.7 Million
0.42% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
226,160
shares
|
$30.1 Million
0.01% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
191,511
shares
|
$25.5 Million
0.05% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
190,178
shares
|
$25.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
148,754
shares
|
$19.8 Million
6.18% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
132,198
shares
|
$17.6 Million
0.05% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
116,519
shares
|
$15.5 Million
0.71% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
110,717
shares
|
$14.7 Million
9.98% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
86,552
shares
|
$11.5 Million
0.64% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
85,575
shares
|
$11.4 Million
0.66% of portfolio
|
Q1 2025
Added 2486.13%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
78,320
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2025
Added 104.08%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
77,823
shares
|
$10.4 Million
0.03% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
77,617
shares
|
$10.3 Million
3.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
76,478
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Added 273.72%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
76,326
shares
|
$10.2 Million
5.63% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
67,897
shares
|
$9.04 Million
3.42% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
66,239
shares
|
$8.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
65,458
shares
|
$8.72 Million
0.01% of portfolio
|
Q1 2025
Added 69.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
62,004
shares
|
$8.26 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
59,457
shares
|
$7.92 Million
1.8% of portfolio
|
Q1 2025
Added 4.0%
|